Interact + Simpro

Create individual Simpro customers from new Interact leads

Effortlessly manage new leads from Interact by streamlining the process of adding them as individual customers in Simpro. This automation workflow starts when a new lead is generated in Interact, and seamlessly creates a new individual customer in Simpro, saving you time and reducing manual data entry. Focus on nurturing your leads while this efficient system takes care of organizing them in your Simpro account.

Effortlessly manage new leads from Interact by streamlining the process of adding them as individual customers in Simpro. This automation workflow starts when a new lead is generated in Interact, and seamlessly creates a new individual customer in Simpro, saving you time and reducing manual data entry. Focus on nurturing your leads while this efficient system takes care of organizing them in your Simpro account.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    SimproSimpro
    Create Individual Customer

    Creates a new individual customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Individual Customer

    Triggers when an individual customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Job

    Triggers when a job is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Quote

    Triggers when a quote is created.

    Trigger
    Instant
    Try It
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
simpro logo
simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Help

Related categories

  • Project Management